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| RPG Family Wealth Advisory LLC
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|---|---|
| CRD # | 158528 |
| SEC # | 801-72631 |
| CIK # | 0000156988, 0001569884 |
| AUM | 700.7 M (2026-04-24) |
| Employees | 21 (43% Investors, 0% Brokers) |
| Phone | 888-285-8600 |
| Address | 25 Burlington Mall Road Burlington, MA 01803 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Embraer Sa | 16.7 | ||
| Amazon Com Inc | 14.2 | ||
| Intel Corp | 12.1 | ||
| Apple Inc | 11.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 11.1 | ||
| Alcoa Inc | 10.2 | ||
| Nvidia Corp | 10.0 | ||
| J P Morgan Chase & Co | 8.6 | ||
| General Electric Co | 8.6 | ||
| Microsoft Corp | 8.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 404 | 114.4 |
| (b) Individuals (high net worth individuals) | 133 | 519.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 57 | 63.3 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 700.7 |
| By Discretionary | ||
| Discretionary | 597 | 686.9 |
| Non-Discretionary | 3 | 13.8 |
| Total | 600 | 700.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.0 | |
| United States Persons | 692.7 | |
| Total | 600 | 700.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001569884] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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